MWM

Meridian Wealth Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 23.51%
This Quarter Est. Return
1 Year Est. Return
+23.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$5.04M
3
+$4.03M
4
NET icon
Cloudflare
NET
+$2.89M
5
XOM icon
Exxon Mobil
XOM
+$2.81M

Top Sells

1
+$4.25M
2
+$3.38M
3
+$3.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.85M
5
AMD icon
Advanced Micro Devices
AMD
+$1.72M

Sector Composition

1 Technology 22.44%
2 Consumer Discretionary 7.69%
3 Energy 7.45%
4 Financials 7.12%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$253K 0.03%
+1,517
352
$253K 0.03%
1,378
-2,130
353
$249K 0.03%
1,105
-283
354
$246K 0.03%
7,751
-150
355
$245K 0.03%
+3,184
356
$244K 0.03%
2,940
357
$242K 0.03%
+4,952
358
$240K 0.03%
6,850
-750
359
$239K 0.03%
6,876
-1,046
360
$237K 0.03%
+2,294
361
$235K 0.03%
1,732
362
$234K 0.03%
3,994
+81
363
$233K 0.02%
14,434
364
$232K 0.02%
15,676
365
$232K 0.02%
8,618
+60
366
$229K 0.02%
14,300
367
$229K 0.02%
+1,215
368
$225K 0.02%
3,383
+104
369
$225K 0.02%
+2,769
370
$225K 0.02%
9,676
+34
371
$225K 0.02%
+10,470
372
$225K 0.02%
4,095
373
$220K 0.02%
4,859
+384
374
$219K 0.02%
12,778
-2,101
375
$215K 0.02%
+3,210
13 14
15
16 17